Have you grown in recent months by bringing in net new assets, or has your firm increased in size largely due to market growth? What will your outflows/distributions look like this year?
Build, market, and grow your business and brand—at your own pace. Whether you’re ready to add 5—or 50—client relationships this year, we’re here to help.
FocusPoint Solutions can help you grow—whatever that means to you. Many of the successful independent advisory firms we support have grown organically over the years; they do a great job for clients and it shows. And as they embrace outsourcing their non-client-facing, back/middle office activities to FocusPoint, they have more time and energy to focus on creating a proactive plan for growing their business. This is where our unique and comprehensive Practice Development Program—designed to be fully customizable to each advisor we support, comes in.
Alongside the foundation of our well-established back office outsourcing services, we proudly offer all of our advisors a comprehensive and unique Practice Development Program. It’s all available within our unique, time-tested service model.
FocusPoint provides our network of advisors with ongoing Practice Development support in the following areas:
- Increasing profitability and efficiency
- Improving your quality of life
- Defining and targeting your ideal client
- Controlling and systemizing your client experience
- Growing your business
- Creating a marketing strategy that works for you
- Succession planning
- Maximizing the built-in value of your business
As part of helping you transition to a more ideal business model (whatever that means to you), we can work closely with you to develop and improve your marketing and sales strategies, processes, systems, collateral…even your unique brand message.
We’ve worked diligently and thoughtfully to develop our unique, multi-faceted program, led by our executive team. Your roadmap is customized to meet your needs, and can include helping you to create and gain more clarity—and establish processes—around your marketing and sales strategies. Based on your goals and vision for the future of your business, we can even collaborate with you to help develop, design, or update your message and supporting materials.
FocusPoint’s highly skilled Practice Development Team has combined industry experience of over 100 years. When you partner with FocusPoint, you gain access to all the Practice Development tools and resources we’ve created for our advisors.
We’re here to help whenever you’re ready. Your success is our focus.